See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,108 | $127,100-26.7% | $105,738-11.9% | $135,375-31.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -5.26% | 4.49%-9.8pp | 6.27%-11.5pp | 519.73%-525.0pp |
| Employer contribution / active EE | $1,120 | $4,107-72.7% | $3,268-65.7% | $4,779-76.6% |
| Participant deferral / active EE | $16,733 | $5,064+230.4% | $4,080+310.1% | $5,609+198.3% |
| Admin fee / account holder | $12 | $9,087-99.9% | $6,913-99.8% | $10,827-99.9% |